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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,810 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,893 | $73,532-64.8% | $178,505-85.5% | $74,478-65.2% |
| Participation rate | 96.8% | 66.6%+30.2pp | 77.1%+19.7pp | 67.2%+29.6pp |
| Annual return | 22.07% | 17.49%+4.6pp | 27.16%-5.1pp | 1370.56%-1348.5pp |
| Employer contribution / active EE | $2,230 | $2,221+0.4% | $3,955-43.6% | $2,626-15.1% |
| Participant deferral / active EE | $5,223 | $4,519+15.6% | $6,280-16.8% | $4,350+20.1% |
| Admin fee / account holder | $65 | $1,813-96.4% | $10,428-99.4% | $1,946-96.7% |